How to...
These help topics provide step-by-step instructions for adding new contacts, entering touchpoints for contacts, tracking contacts' associations with opportunities and other contacts, and maintaining a list of your employees who are teaming with contacts on opportunities.
Related topics:
- Select a Contact
Use the search field immediately above the contact's name in the Contacts area to select the contact that you want to review or edit. - Use a Custom Contact Search
If the default contact searches (Active, All, and Mine) for locating and selecting contacts are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Add an Individual Contact
Use the Add Contact form to add a new contact record. - Edit a Contact
To change contact information, go to the Contacts area and select the contact. - Delete a Contact
If a contact is created by mistake or for some other reason you want to completely remove a contact, you can delete it. - Add a Touchpoint for a Contact
Click
on the Contacts toolbar to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed contact. You can also add a touchpoint for the contact directly in the grid on the Touchpoints tab, and you can view or edit all touchpoints for the contact in that grid.
- View and Update Touchpoints for a Contact
Use the Touchpoints tab in the Contacts area to view and update the touchpoints (simple activities such as meetings or phone calls) for a contact. - View and Update Associations for a Contact
Use the Associations tab in the Contacts area to view and maintain lists of the opportunities and other contacts that are associated with the currently selected contact. - View and Update Team Members for a Contact
Use the Team tab in the Contacts area to view and update a list of your employees who are associated with a contact.
Parent Topic: Contacts